See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,458 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,799 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,100 | $92,971+37.8% | $96,683+32.5% | $74,419+72.1% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 17.35% | 37.49%-20.1pp | 35.69%-18.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $5,723 | $3,426+67.1% | $3,737+53.1% | $2,637+117.0% |
| Participant deferral / active EE | $7,455 | $3,970+87.8% | $4,878+52.8% | $4,528+64.6% |
| Admin fee / account holder | $277 | $633-56.3% | $6,730-95.9% | $348-20.4% |